MIB: Grantham and the Zero-Sum Game
Investors should think about markets as if they were spectators watching players at a poker table. Some will win, some will lose, but the...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • ‘I don’t feel like I’m doing something wrong’: Yuppies have discovered pot — and...
Supply of New U.S. Housing
This is fascinating: Consider this: from 1968 to 2008, a span of 40 years, there was only one year in which fewer new housing units were...
BBRG: Donald Trump Owns This Stock Market
Donald Trump Owns This Stock Market It wasn’t smart to dump a dovish Fed chief, run up the deficit, and start a trade war. Trump did...
Partisan Bias of Financial Analysts
Don’t Like Trump? Your Financial Analysis Might Be Biased Partisanship should have no place in a corporate-credit rating. A new study...
10 Monday AM Reads
My back-to-work morning train reads: • Bogle: RIAs Are the Future; Trading Is Investors’ Enemy (ThinkAdvisor) • Lessons From the...
Madoff’s Victims Are Close to Being Made Whole
This is quite astonishing: A decade after Bernard Madoff was arrested for running the world’s biggest Ponzi scheme, the bitter fight to...
How to Get to Mars.
“How To get to Mars” is a clip from the IMAX documentary “Roving Mars” from 2006. This is an edited short...
Transcript: Jeremy Grantham, GMO
The transcript from this week’s MIB: Jeremy Grantham, GMO, is below. You can stream/download the full conversation,...
10 Sunday Morning Reads
My easy like Sunday morning reads: • When Are Holiday Sales Too Good to Be True? (Consumer Reports) • Memo from a ‘Facebook...